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The F-35 Lightning II fighter aircraft.
The F-35 Lightning II fighter aircraft.
(LOCKHEED MARTIN/NYT)

INSIDE THE MARKET

Stocks that will pop as U.S. capital spending surges

A surge in U.S. corporate investment provides an unambiguously positive sign of corporate profit growth at a time of year when the American economic activity usually falls short of expectations. Let’s check analyst earnings revisions to both verify the trend and, if it’s there, uncover the U.S. stocks most likely to benefit.